Corporate Retentions Specialist

About the role

The Portfolio Group is seeking a Corporate Retentions Specialist for a global software client. You will focus on contract renewals, negotiating extensions, and re‑engaging customers to protect and grow revenue.

Key responsibilities

• Meet and exceed monthly Save Rate targets and individual KPIs.
• Accurately record all activity in the CRM system.
• Report performance weekly, monthly and quarterly to the Head of Retention and Customer Solutions.
• Identify upsell opportunities by discussing additional products, services and software usage.
• Collaborate with finance and credit control to retain clients facing financial hardship.
• Partner with customer service to re‑engage dissatisfied clients and rebuild long‑term relationships.
• Generate new business opportunities through referrals and networking.
• Maintain and improve client sentiment and online reputation by delivering exceptional service.
• Become an expert on the Bright product suite and share knowledge internally.

Required profile

• Exceptional customer service skills.
• Proven record of retaining lost B2B clients through negotiation.
• Strong communication with internal stakeholders at all levels.
• Ability to thrive in a fast‑paced environment.
• Adaptable and proactive in shaping the role’s future.

Required skills

What we offer

• 25 days holiday (rising to 28 after 5 years).
• Private healthcare after 5 years.
• Pension contribution up to 7%.
• Paid birthday leave and free fruit.
• Travel Season Ticket loan scheme.
• Referral and friend‑recommendation bonuses.
• Group life insurance and eye‑care contributions.